Betterment LLC Schwab Strategic Tr Us Large C Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Betterment LLC holds 13,225,086 shares of SCHX stock, worth $308 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

13,225,086

Previous 6,023,300 119.57%

Holding current value

$308 Million

Previous $140 Million 109.15%

% of portfolio

0.69%

Previous 0.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $157 Million - $175 Million	7,201,786 Added 119.57%	13,225,086 $292 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $90.4 Million - $276 Million	4,035,505 Added 203.01%	6,023,300 $140 Million
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $60.8 Million - $67.5 Million	994,809 Added 100.18%	1,987,795 $135 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $44.4 Million - $49 Million	755,956 Added 318.93%	992,986 $63.8 Million
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $4.37 Million - $4.9 Million	78,883 Added 49.88%	237,030 $14.7 Million
Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $315,297 - $368,183	-6,505 Reduced 3.95%	158,147 $8.92 Million
Q3 2023 Nov 09, 2023	BUY	$50.36 - $54.21 $681,370 - $733,461	13,530 Added 8.95%	164,652 $8.33 Million
Q2 2023 Aug 07, 2023	BUY	$47.67 - $52.37 $544,343 - $598,013	11,419 Added 8.17%	151,122 $7.91 Million
Q1 2023 May 15, 2023	SELL	$44.78 - $49.41 $137,071 - $151,244	-3,061 Reduced 2.14%	139,703 $6.76 Million
Q4 2022 Feb 13, 2023	BUY	$42.25 - $48.16 $151,804 - $173,038	3,593 Added 2.58%	142,764 $6.45 Million
Q2 2022 Aug 10, 2022	BUY	$43.35 - $54.51 $1.58 Million - $1.98 Million	36,378 Added 35.39%	139,171 $6.22 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $4.91 Million - $5.68 Million	99,250 Added 2801.3%	102,793 $5.54 Million
Q4 2021 Feb 15, 2022	BUY	$51.9 - $57.29 $5,293 - $5,843	102 Added 2.96%	3,543 $403,000
Q3 2021 Nov 15, 2021	BUY	$51.52 - $54.94 $2,524 - $2,692	49 Added 1.44%	3,441 $358,000
Q2 2021 Aug 10, 2021	BUY	$48.62 - $52.01 $164,919 - $176,417	3,392 New	3,392 $353,000

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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